Client Handouts

Use handouts to explain tax concepts to your clients, promote your practice, and help your clients stay organized. Handouts cover a huge variety of tax-related subjects and are written in an easy-to-read format your clients will appreciate. Build customer loyalty and keep your name in front of your clients year round!

New COVID-19 handouts available now. Additional handouts to be released as new information becomes available.


Client Handouts: $149

How It Works

  • Access over 100 handouts.
  • Login to your online subscription immediately.
  • Customize handouts with your logo (optional) and contact information.
  • Print handouts for distribution (unlimited printing).
  • Create PDFs to email your clients!
  • Post handouts on social media to market your business!
  • Printed reference guide ships in December.

Subscription Details

Subscription Term: Receive immediate access. Subscription expires 12/1/2022.
Client Handouts Guide: Your subscription includes a printed reference guide to find handouts fast! Guides ship in mid-December.

Handouts Overview

Handouts are updated throughout the year to reflect tax law changes. New handouts are created in response to major legislation. Newsletters are released quarterly.

  • Tax Brochures: Explain tax concepts to your clients.
  • Planning Tips: Help your clients minimize tax liability.
  • Newsletters: Released early January, late March, mid-June, and mid-September.
  • Organizers: Get your clients ready for tax season. Includes individual and business versions.

Suggested Uses

Handouts cover a huge variety of tax-related subjects and are written in an easy-to-read format your clients will appreciate.

  • Place a handout in each client's folder before tax season.
  • Email/mail handouts to new clients for a great first impression.
  • During tax season, email/mail handouts to clients who have not yet scheduled their appointment.
  • Place handouts on your website or distribute via social media.
  • Keep your name in front of clients all year by emailing/mailing quarterly newsletters.
  • Provide customized handouts in your reception area or local bulletin boards.

Sample Handouts

Most client handouts are available in both portrait and landscape view.
Title Portrait Version Landscape Version
Business Use of Home Portrait Landscape
Charitable Cash Donation Tracker Portrait Landscape
Education Tax Benefits Portrait Landscape
Filing Status Portrait Landscape
Tax Facts and Figures Portrait Landscape

Client Handouts Catalog

Some handouts are available in Spanish (highlighted in bold below).

1040

  • Alternative Minimum Tax
  • American Rescue Plan Act of 2021
  • Audits
  • Cancellation of Debt - Insolvency
  • Capital Gains and Losses
  • Charitable Contributions Guide
  • Charitable Contributions Recordkeeping Requirements
  • Charitable Noncash FMV Guide
  • Clergy - Religious Workers
  • Consumer Credit
  • Crowdfunding
  • Dependent Support Worksheet
  • Divorce and Taxes
  • Education Tax Benefits
  • Estimated Taxes
  • Extending Your Individual Income Tax Return
  • Families With Children
  • Filing Status
  • Foreign Bank and Financial Accounts
  • Gambling Log
  • Health Care Reform - Health Insurance Marketplace
  • Health Savings Accounts (HSAs)
  • High-Income Taxpayers
  • Hobby vs. Business
  • Household Employees
  • Identity Theft and Your Taxes
  • Itemized Deductions - Casualty and Theft Losses
  • Itemized Deductions - Homeowners
  • Itemized Deductions - Interest Paid
  • Itemized Deductions - Medical Expenses
  • Itemized Deductions - Taxes Paid
  • Kiddie Tax
  • Moving Expenses
  • Multi-State Taxation
  • Pandemic Relief
  • Referrals Appreciated
  • Sale of a Principal Residence
  • Standard vs. Itemized Deduction
  • Stock Options - Same Day Sales
  • Tax Facts and Figures
  • Tax Scams - Protect Yourself
  • Taxable Social Security Benefits
  • Taxpayers Who Receive an IRS Notice
  • Tipped Employees
  • Virtual Currency (Cryptocurrency)
  • What Should You Do if You Can't Pay Your Taxes?
  • Withholding - Filling Out Form W-4

Business

  • Business Entity Comparison Chart
  • Business Entity Pros and Cons
  • Business Expenses Worksheet
  • Business Financing - Don't Intermingle Funds
  • Business Management Tips
  • Business Owners - Taking Money Out of a Business
  • Business Use of Home
  • Buy-Sell Agreements
  • Corporation Meeting Requirements
  • Day Care Providers Income and Expenses
  • Employee or Independent Contractor
  • Excess Business Loss and Net Operating Loss (NOL)
  • Expense Reimbursements for Employees
  • Farm Expenses Worksheet
  • Farm Income Worksheet
  • Farm Inventory and Accounting Methods
  • Farm Vehicles and Fuels
  • Form 1099-MISC and Form 1099-NEC Reporting
  • Fringe Benefits
  • Health Care Reform - Cost Sharing Reduction and the Premium Tax Credit
  • Health Care Reform - Employer Insurance Requirement
  • Inventory Cost of Goods Sold
  • Limited Liability Companies (LLCs)
  • Marketing Your Business
  • Mileage and Expense Log
  • On-Demand Drivers
  • Partnerships
  • Qualified Business Income Deduction
  • Real Estate Professionals
  • Recordkeeping for Tax Purposes
  • Rental Income and Expense Worksheet
  • Rental Income and Expenses
  • Rental Real Estate QBI Safe Harbor
  • Repairs vs. Improvements
  • S Corporations
  • Self-Employment Tax
  • Short-Term Rentals
  • Small Business Health Care Tax Credit
  • Starting a Business
  • Vehicles - Business Use

Tax Planning

  • College Financial Aid Planning
  • Early Retirement Distributions - SEPP
  • Estate Planning, Wills, Probate, and Transfer of Assets
  • Financial Planning Guide
  • Moving Out Worksheet
  • Newlyweds Tax Tips
  • Pension Income Planning
  • Saving for College

Retirement

  • Individual Retirement Accounts - Backdoor Roth IRA
  • Individual Retirement Accounts - Kinds of IRAs and Prohibited Transactions
  • Individual Retirement Accounts - Qualified Charitable Distribution (QCD)
  • Individual Retirement Accounts - Required Minimum Distributions (RMDs)
  • Individual Retirement Accounts - Roth IRAs
  • Individual Retirement Accounts - Traditional IRAs
  • Individual Retirement Accounts: Beneficiaries of IRAs and Qualified Plans
  • Retirement Income
  • Reverse Mortgages
  • Saving for Retirement
  • Social Security and Medicare

Estates & Trusts

  • Death of a Taxpayer
  • Estate Tax (Form 706)
  • Gift Tax

Organizers

  • C Corporation Tax Organizer
  • General Engagement Letter for Individual Tax Preparation
  • Individual Taxpayer Organizer
  • Individual Taxpayer Organizer - Rental Property
  • Individual Taxpayer Organizer - Sole Proprietorship
  • LLC Tax Organizer
  • Paid Preparer Due Diligence Checklist
  • Partnership Tax Organizer
  • S Corporation Tax Organizer

Newsletters

  • Released early January, late March, mid-June, and mid-September

"I love the Client Handouts. They are very helpful in explaining details to clients."
Ellen Mitchell
Boise, ID

"The Client Handouts are ready made promotional materials that are easily branded and distributed."
Harold Eck
Jersey Shore, PA

"Your Client Handouts save lots of time and add lots of value to clients."
Adam Short
Rock Hill, SC

"The Client Handouts are exceptional. All the handouts I have used are well written for my clients to understand and use. Being able to print them on demand with my contact information on them makes me look good."
John Alsen
St. Paul, MN

"Excellent service & easy to use."
Steven Povich
Omaha, NE

"Very satisfied."
Felix Enunwa
Fresno, CA

"Reasonably priced and a plethora of information. The easy to read content is effective when communicating with clients."
Dan Lavinio
New Berlin, WI

"I loved the handouts..."
Charles Warman
Wichita Falls, TX

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